See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,589 | $114,381-89.0% | $107,525-88.3% | $142,382-91.2% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.1%-52.9pp | 80.1%-57.9pp |
| Annual return | 137.03% | 242.71%-105.7pp | 181.32%-44.3pp | 217.08%-80.0pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,481 | $5,564-73.4% | $5,116-71.0% | $6,507-77.2% |
| Admin fee / account holder | $46 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |